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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,173 | $95,404-11.8% | $113,397-25.8% | $82,637+1.9% |
| Participation rate | 88.6% | 72.8%+15.8pp | 76.5%+12.1pp | 68.1%+20.5pp |
| Annual return | 10.93% | 19.08%-8.1pp | 23.20%-12.3pp | 53.51%-42.6pp |
| Employer contribution / active EE | $162 | $2,307-93.0% | $2,977-94.6% | $2,552-93.7% |
| Participant deferral / active EE | $3,789 | $4,220-10.2% | $5,076-25.4% | $4,126-8.2% |
| Admin fee / account holder | $914 | $9,168-90.0% | $11,957-92.4% | $7,339-87.5% |